See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,146 | $127,065-59.7% | $113,168-54.8% | $142,382-64.1% |
| Participation rate | 62.5% | 79.2%-16.7pp | 76.6%-14.1pp | 80.1%-17.6pp |
| Annual return | 14.90% | 24.03%-9.1pp | 24.27%-9.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,308 | $3,442-3.9% | $2,975+11.2% | $4,299-23.1% |
| Participant deferral / active EE | $8,058 | $5,716+41.0% | $5,107+57.8% | $6,507+23.8% |
| Admin fee / account holder | $50 | $15,736-99.7% | $12,068-99.6% | $12,624-99.6% |